Universe · entity
Laurel Wealth Advisors LLC
Institutional manager (13F) · CIK 1757128
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $831M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $188M | 262 |
| 2 | AMAZON COM INC | $71M | 260,763 |
| 3 | VANGUARD SPECIALIZED FUNDS | $40M | 176,280 |
| 4 | APPLE INC | $38M | 130,782 |
| 5 | ALPHABET INC | $33M | 82,618 |
| 6 | ISHARES TR | $32M | 636,839 |
| 7 | ISHARES TR | $29M | 287,436 |
| 8 | NVIDIA CORPORATION | $29M | 133,079 |
| 9 | MICROSOFT CORP | $26M | 62,069 |
| 10 | DUKE ENERGY CORP NEW | $20M | 163,709 |
| 11 | ISHARES TR | $18M | 128,712 |
| 12 | STATE STR SPDR S&P 500 ETF T | $17M | 23,276 |
| 13 | JPMORGAN CHASE & CO | $17M | 55,750 |
| 14 | WALMART INC | $15M | 116,111 |
| 15 | ELI LILLY & CO | $13M | 14,204 |
| 16 | MASTERCARD INCORPORATED | $12M | 23,896 |
| 17 | JOHNSON & JOHNSON | $11M | 49,683 |
| 18 | BANK AMERICA CORP | $11M | 208,888 |
| 19 | VANGUARD INDEX FDS | $10M | 112,314 |
| 20 | CISCO SYS INC | $10M | 99,130 |
| 21 | ISHARES TR | $9M | 96,963 |
| 22 | ALPHABET INC | $9M | 22,963 |
| 23 | GCI LIBERTY INC | $9M | 343,750 |
| 24 | HOME DEPOT INC | $9M | 28,350 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $8M | 17,449 |
| 26 | BONDBLOXX ETF TRUST | $8M | 161,855 |
| 27 | AMGEN INC | $8M | 23,346 |
| 28 | WISDOMTREE TR | $8M | 151,841 |
| 29 | SELECT SECTOR SPDR TR | $7M | 42,192 |
| 30 | COCA COLA CO | $7M | 92,909 |
| 31 | META PLATFORMS INC | $7M | 11,398 |
| 32 | PROCTER & GAMBLE CO | $7M | 46,597 |
| 33 | ABBVIE INC | $6M | 30,502 |
| 34 | INVESCO EXCH TRD SLF IDX FD | $6M | 311,024 |
| 35 | ISHARES TR | $6M | 20,526 |
| 36 | ISHARES TR | $6M | 240,600 |
| 37 | SELECT SECTOR SPDR TR | $6M | 109,643 |
| 38 | TJX COS INC NEW | $6M | 36,238 |
| 39 | MCDONALDS CORP | $6M | 20,044 |
| 40 | INVESCO EXCH TRD SLF IDX FD | $5M | 265,848 |
| 41 | ISHARES TR | $5M | 22,616 |
| 42 | INVESCO EXCHANGE TRADED FD T | $5M | 101,223 |
| 43 | CROWDSTRIKE HLDGS INC | $5M | 10,081 |
| 44 | CHEVRON CORPORATION | $5M | 28,833 |
| 45 | PEPSICO INC | $5M | 30,203 |
| 46 | FIRST TR EXCHANGE-TRADED FD | $5M | 60,227 |
| 47 | RTX CORPORATION | $4M | 25,010 |
| 48 | SPDR GOLD TR | $4M | 10,063 |
| 49 | ISHARES TR | $4M | 172,689 |
| 50 | SOUTHERN CO | $4M | 46,325 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.